Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,609
Closed -$212K 461
2024
Q4
$212K Buy
3,609
+330
+10% +$19.3K 0.03% 359
2024
Q3
$226K Buy
+3,279
New +$226K 0.03% 343
2024
Q2
Sell
-2,882
Closed -$271K 392
2024
Q1
$271K Buy
+2,882
New +$271K 0.04% 256
2023
Q4
Sell
-10,773
Closed -$671K 343
2023
Q3
$671K Buy
+10,773
New +$671K 0.12% 98
2021
Q1
Sell
-515
Closed -$28K 180
2020
Q4
$28K Buy
+515
New +$28K 0.01% 306